JOIN OUR FREE WEBINAR | Thu, DECEMBER 14th 2023 | 1 PM EST
JOIN OUR FREE WEBINAR Thu, DECEMBER 14th 2023 01 PM EST
Create more investment flexibility: Using Your Retirement Accounts for Real Estate
Learn how to protect your wealth during recession by investing passively in self-storage. A mostly overlooked but historically recession-resistant asset class.
Countdown Expired!
Register to reserve your spot

Join us in person for a delicious lunch and candid conversation or join virtually from the comfort of your home.

REGISTER NOW before spots fill up!

YOU WON'T WANT TO MISS THIS!

Why Is Self-Storage Gaining So Much Attention From Investors Across The World?
1
How Vertical Integration Makes Self-storage More Powerful
2
Investment Opportunities: How To Spot Them
3
The Advantages Of Investing In Self-Storage: Recession-Resistant Passive Income, High Demand, Appreciation, And Low Maintenance.
4
How To Invest In Self-Storage With Your IRA?
5

GUEST SPEAKERS

AnthoNy Deluca

Vice President investor relations

Anthony Deluca is a recognized expert in the field of wealth management and alternative investments. As a Principal and Wealth Manager for Delta Capital Management, Anthony is integral to the money management process. Anthony also sits on the company’s investment committee that oversees company investment direction for over $350 million in assets. Anthony also has a passion for real estate and specializes in the areas of corporate finance and alternative real estate transactions for clients across a wide variety of industries. In recent years, he has worked to develop investment and financing alternatives using the broadest range of financing structures available to maximize yields and flexibility for his clients.

Graduating Summa Cum Laude, Anthony earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has held several security licenses including the Series 65 – National RIA, the Series 7 – General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License – Series 24. He passed the CFP® examination and is the process of registering for the CFP® designation. Outside of the office, Anthony is an avid sports fan and competes in tennis, lacrosse, and field hockey. He is also part of the Seminole County Leadership Group, Class of 32. Anthony currently lives in Orlando with his girlfriend, Indigo, and their adopted Doberman, Rebel

STEVE MALDONADO

Director Of Syndication Solutions

A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.

Becoming an expert on retirements accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust – a premier custodian for self-directed alternative investments with over $2.5B of assets under management.

Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital raising potential through retirement accounts.

Working closely with NuView’s Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed.

Steve’s passion lies with educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.

Outside of NuView Trust, Steve is a single-father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.

Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida.

Why Invest in Self-Storage
with Your IRA or 401(k)?

Why Invest in Self-Storage with Your IRA or 401(k)?

Investing in self-storage with your IRA or 401(k) has several advantages for passive investors.

01.

Tax advantages

Investing in self-storage with your IRA or 401(k) can provide tax advantages. Any income generated from the investment will be tax-deferred or tax-free, depending on your account type. This can help you grow your wealth faster.

02.

Diversification

Self-storage can provide diversification in your investment portfolio. It is a real estate investment with different risk factors than other real estate investments, such as residential or commercial properties. This can help you mitigate risk and improve your overall returns.

03.

Consistent returns

Self-storage facilities can provide consistent returns. The demand for storage space is steady, and people are willing to pay a monthly fee. This can provide a reliable source of income for investors.

04.

Long-term appreciation

Self-storage facilities can appreciate over time. As the demand for storage space increases, the facility’s value can also increase. This can provide a long-term appreciation for investors.

Reserve Your Spot!

Don’t miss out on this opportunity

How you can invest in
self-storage with your IRA or 401(k)

How you can invest in
self-storage with your IRA or 401(k)

Investing in self-storage facilities can be a lucrative way to diversify your retirement portfolio. One way to do this is by using your Individual Retirement Account (IRA) or 401(k) to invest in a self-storage facility.
Step 1: Understand the Basics of Self-Storage Investment
Investing in a self-storage facility can be a good option for those who are looking for a low-risk, high-return investment. The demand for self-storage facilities is high, which means that occupancy rates are usually stable. This can translate to consistent rental income for the investor.
Step 2: Choose IRA or 401(k) Custodian
You cannot invest directly in self-storage with your IRA or 401(k). Instead, you’ll need to open a self-directed IRA or 401(k) with a custodian that specializes in alternative investments. Some of the most popular self-directed IRA or 401(k) custodians include Equity Trust Company, Camaplan, and The Entrust Group.
Step 3: Choose IRA or 401(k) CustodianTransfer funds into your self-directed IRA or 401(k)
Once you’ve chosen a custodian, you’ll need to transfer funds from your existing IRA or 401(k) account into the self-directed account. It’s important to note that you cannot use the funds in your current IRA or 401(k) for this investment. Instead, you’ll need to make a contribution to the new account.
Step 4: Find a Self-Storage Facility to Invest In
Once you have a self-directed IRA or solo 401(k), you’ll need to find a self-storage fund to invest in.
Step 5: Conduct Due Diligence
Before investing in a self-storage facility, it’s important to conduct due diligence to ensure that it’s a sound investment. This may involve researching the property’s location, occupancy rates, and rental income.

WHY INVEST WITH US?

Invest in the future of self-storage with our vertically integrated investment fund, specifically designed for emerging markets in the southeast. Experience never-seen-before features that ensure the safety and security of our investors’ interests, including onsite management teams, electronic gate access, digital security surveillance monitoring, and well-lit corridors. Don’t miss out on this opportunity to invest in a cutting-edge self-storage solution that will provide stable and predictable cash flow for years to come.

12-18%

AVG. Annual
Returns

1.5X-2.0X

Targeted Equity
Multiple

0 +
Units Under
Management
$ 0 M+
Assets Under
Management

OUR RECENT ACQUISTIONS

CURRENTLY IN THE PIPELINE

Our Team

The StorageUnits team believes self-storage to be an attractive strategy for creating favorable risk-adjusted returns for investors with downside protection. With the ability to dynamically manage revenue and efficiently scale management systems, self-storage is a viable alternative to other real estate strategies.

Richie Webster

Richie Webster

CEO/Owner, Rapid Building Solutions, LLC
CEO/Owner, Rapid Construction Solutions, LLC CEO/Owner, Storage Units, LLC

William N. (Bill) Johnston

William N. (Bill) Johnston

Chief Investment Officer

Wayne Broderick

Wayne Broderick

Vice President of Rapid Building Solutions and Self-Storage Developer

Sean D. Casterline

Sean D. Casterline

Strategic Advisor

Anthony DeLuca

Vice President of Investor Relations

Alexander Petsos

Alexander Petsos

Alexander Petsos Manager, Investment Operations